Canonical URL: https://chargezen.com/docs/checkoutos/one-click-upsells/product-rules

# Product Selection Rules

Configure intelligent product targeting for your one-click upsells

Last updated: 2025-01-16

Product rules determine which upsell offers appear for which purchases. With smart targeting, you can show highly relevant products that complement what customers are already buying, significantly improving acceptance rates.

##### Relevance Drives Conversions

Studies show that relevant upsells convert 3-5x better than generic offers. Take time to configure thoughtful product rules based on your catalog and customer behavior.

## Rule Types

CheckoutOS supports multiple rule types that can be combined for precise targeting:

### Cart-Based Rules

Target based on what's in the customer's cart at checkout:

*   **Specific product** — Trigger when a particular product is purchased
*   **Product collection** — Match any product from a collection
*   **Product type** — Match products by their type attribute
*   **Product vendor** — Match products from a specific vendor/brand
*   **Product tags** — Match products with specific tags

Example: Cart-Based Rule

```json
{
  "rule_type": "cart_contains",
  "condition": {
    "match": "product_collection",
    "collection_id": "skincare-essentials",
    "quantity_min": 1
  },
  "upsell_product": "advanced-serum-bundle"
}
```

### Order Value Rules

Target customers based on their cart total:

*   **Minimum order value** — Only show upsells above a threshold
*   **Maximum order value** — Cap offers for budget-conscious buyers
*   **Value range** — Target a specific spending range

##### Free Shipping Threshold

A common strategy: if your free shipping threshold is $75, show upsells to customers between $50-$74 that would push them over the threshold.

### Customer Rules

Personalize offers based on customer attributes:

*   **Customer tags** — VIP, wholesale, first-time buyer, etc.
*   **Order count** — Different offers for new vs. returning customers
*   **Total spent** — Reward high-value customers with exclusive offers
*   **Location** — Country, state, or region-specific offers

## Creating Product Rules

1

#### Navigate to Upsells

Go to CheckoutOS → One-Click Upsells in your Chargezen dashboard.

2

#### Select or Create Upsell

Click on an existing upsell to edit, or create a new one.

3

#### Open Targeting Rules

Scroll to the "Targeting" section and click "Add Rule".

4

#### Choose Rule Type

Select from cart-based, order value, customer, or time-based rules.

5

#### Configure Conditions

Set the specific conditions that must be met for this rule to trigger.

6

#### Set Priority

If multiple rules could match, set priority to control which takes precedence.

## Combining Rules

Rules can be combined using AND/OR logic for sophisticated targeting:

Example: Combined Rules

```json
{
  "logic": "AND",
  "rules": [
    {
      "rule_type": "cart_contains",
      "collection": "coffee-beans"
    },
    {
      "rule_type": "order_value",
      "operator": "greater_than",
      "value": 50
    },
    {
      "rule_type": "customer",
      "condition": "is_not_tagged",
      "tag": "wholesale"
    }
  ]
}
```

This example shows an upsell only when:

*   Cart contains products from the "coffee-beans" collection
*   AND order value is greater than $50
*   AND customer is NOT tagged as wholesale

## Exclusion Rules

Sometimes it's important to specify when NOT to show an upsell:

#### Common Exclusions

*   Exclude if upsell product is already in cart
*   Exclude specific customer segments (wholesale, employees)
*   Exclude certain geographic regions
*   Exclude during specific promotions or sales
*   Exclude if cart contains a competing product

## Rule Priority & Conflicts

When multiple upsells could match the same checkout, priority determines which one shows:

*   **Higher priority number = shows first**
*   If priorities are equal, the most recently created upsell wins
*   You can show multiple upsells in sequence (funnel mode)

##### Avoid Rule Conflicts

Review your rules periodically to ensure they don't conflict. Overlapping rules with different priorities can lead to unpredictable behavior and make A/B testing difficult.

## Testing Your Rules

Before going live, test your rules thoroughly:

1.  Use the **Rule Tester** in the dashboard to simulate different carts
2.  Place test orders with [Shopify's Bogus Gateway](https://help.shopify.com/en/manual/checkout-settings/test-orders)
3.  Check the **Logs** tab to see why specific upsells did or didn't trigger

## Next Steps

[

### Pricing & Discounts

Configure discount strategies for your upsells

Learn more



](https://chargezen.com/docs/checkoutos/one-click-upsells/pricing)[

### Display Conditions

Control when and how upsells appear

Learn more



](https://chargezen.com/docs/checkoutos/one-click-upsells/conditions)

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